By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Your home is often your most important asset. Many families want to protect this asset from the high cost of nursing home care. When nursing home care is not imminent, a common planning technique is to deed the home to a loved one, typically your …
The Benefits and Drawbacks of Reserving a Life EstateRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com One of the most common questions that arises when settling an estate is: “How do I transfer or dispose of a vehicle after the owner has died?” This is especially relevant in Massachusetts, where navigating the Registry of Motor Vehicles (RMV) process can be confusing. …
Transferring a Motor Vehicle After the Owner’s DeathRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com A common question we get from people handling a loved one’s estate is whether they need an attorney—or if they can manage the process themselves. Our answer? It depends. Every estate is different, and the level of complexity, as well as the personal bandwidth of …
Estate Administration: Should You DIY or Hire an Attorney?Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com In recent months we have had a number of calls coming to our office with the following problem. The caller explains that they are attempting to sell a home owned by a family member. A buyer has been found, but then shortly before the closing …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Losing a loved one is incredibly tough, and once the initial grief begins to fade, you’re left with the complicated and time-consuming task of figuring out if probate is necessary for their estate. But what exactly is probate, and can you avoid it to speed …
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com You may regularly monitor the balances of your retirement, bank, and investment accounts, but have you recently reviewed the beneficiary designations tied to these accounts? These often-overlooked details are critical to ensuring your money goes to the right person or entity after your death. It …
Have You Checked Your Beneficiary Designations Lately?Read More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com After a loved one passes away, there are numerous legal and financial matters to address. Here is a comprehensive checklist to help guide you through the process: Obtain Certified Copies of the Death Certificate The funeral home will provide certified copies of the death certificate. …
When a Loved One Dies: A Checklist of Important StepsRead More
By: Brandon C. Walecka, Esq. Walecka Law, P.C. 774-203-9003 Brandon@WaleckaLaw.com Gifting, Medicaid Nursing Home Benefits, and What to Consider Before Giving I often hear the question, “How much can I gift someone without triggering taxes?” While Massachusetts doesn’t impose a gift tax, the federal government does, albeit with a considerably high exemption. In the current …
Gifting, Medicaid Nursing Home Benefits, and What to Consider Before GivingRead More
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